ASML Holding N.V.는 첨단 반도체 장비 시스템의 개발, 생산, 마케팅, 판매, 업그레이드 및 서비스에 필요한 리소그래피 솔루션을 제공합니다. 회사는 리소그래피, 메트롤로지(정밀계측), 검사 ...
ASML Holding NV(ASML) 주가는 고성능 리소그래피 시스템에 대한 수출 규제와 관련된 규제 불확실성 우려로 인해 7월 13일 3.22% 하락했습니다. 또한 반도체 업체들의 감축된 자본지출이 주문 잔고에 영향을 미쳤고, 거시경제 압박으로 인해 성장주를 위험에서 벗어나게 하는(디-리스크) 움직임이 나타났습니다. 이 회사는 수출 통제의 입법적 단계적 강화, 규제 준수에 대한 면밀한 점검, 중국에서의 구조적 매출 정상화 등 구체적인 위험에 직면해 있습니다. 여기에 Q2 2026 실적 발표를 앞두고 밸류에이션 민감도가 부각되고 있습니다.
주요 반도체 장비 제조업체인 ASML Holding NV는 2분기 실적을 발표할 예정입니다. 애널리스트들은 매출이 전년 대비 거의 15% 증가해, 추정치 88.1억 유로(101억 달러)에 이를 것으로 예상합니다. 실적은 수요일 암스테르담 장 시작 전 발표될 예정입니다.
ASML은 EUV 리소그래피 시스템에 대한 독점과 7월 15일 예정된 Q2 실적 보고서가 연간 전망 상향을 재확인할 것으로 기대된다는 점에서 강력한 매수 포지션에 있습니다. 회사 경영진은 공급이 2026년까지 수요를 따라가지 못할 것이라고 밝혔으며, 120억 유로 규모의 자사주 매입 프로그램과 배당 17% 인상으로 이를 뒷받침했습니다. 이 독특한 시장 지위는 리소그래피 시스템을 제공하지 않는 Applied Materials와 Lam Research 같은 경쟁사들과 ASML을 구분 짓습니다.
ASML은 7월 15일 2026년 2분기 실적을 발표할 예정이며, 애널리스트들은 매출과 이익이 크게 성장할 것으로 기대하고 있습니다. 리소그래피 장비에 대한 강한 수요에도 불구하고, 회사는 현재 재크스 레이팅(Zacks Rank) 4등급(매도)을 받고 있으며 Earnings ESP가 마이너스로, 실적이 예상에 못 미칠 가능성을 시사합니다. 이 글은 수출 규제, 경쟁 심화, 높은 밸류에이션 멀티플을 이유로 투자자들에게 ASML을 신중하게 관찰하라고 권고하며, 현재로서는 ‘보유’ 또는 ‘청산(엑시트)’이 적절하다고 결론냅니다.
ASML (ASML)은 최근 더 넓은 시장을 상회했으며, 최신 세션에서 주가가 2.01% 상승했고 지난 한 달 동안 1.99% 올랐습니다. 회사의 2026년 7월 15일 예정 실적 발표는 EPS 성장률 75.38% 및 연간 매출 성장률 17.83%로 전망되며 큰 기대를 모으고 있습니다. 현재 ASML은 잭스( Zacks ) 레이팅이 4(매도)이며, Forward P/E 비율에 따라 업종 대비 프리미엄을 받고 거래되고 있습니다.
ASML Holding NV(ASML) 주가는 고성능 리소그래피 시스템에 대한 수출 규제와 관련된 규제 불확실성 우려로 인해 7월 13일 3.22% 하락했습니다. 또한 반도체 업체들의 감축된 자본지출이 주문 잔고에 영향을 미쳤고, 거시경제 압박으로 인해 성장주를 위험에서 벗어나게 하는(디-리스크) 움직임이 나타났습니다. 이 회사는 수출 통제의 입법적 단계적 강화, 규제 준수에 대한 면밀한 점검, 중국에서의 구조적 매출 정상화 등 구체적인 위험에 직면해 있습니다. 여기에 Q2 2026 실적 발표를 앞두고 밸류에이션 민감도가 부각되고 있습니다.
주요 반도체 장비 제조업체인 ASML Holding NV는 2분기 실적을 발표할 예정입니다. 애널리스트들은 매출이 전년 대비 거의 15% 증가해, 추정치 88.1억 유로(101억 달러)에 이를 것으로 예상합니다. 실적은 수요일 암스테르담 장 시작 전 발표될 예정입니다.
ASML은 EUV 리소그래피 시스템에 대한 독점과 7월 15일 예정된 Q2 실적 보고서가 연간 전망 상향을 재확인할 것으로 기대된다는 점에서 강력한 매수 포지션에 있습니다. 회사 경영진은 공급이 2026년까지 수요를 따라가지 못할 것이라고 밝혔으며, 120억 유로 규모의 자사주 매입 프로그램과 배당 17% 인상으로 이를 뒷받침했습니다. 이 독특한 시장 지위는 리소그래피 시스템을 제공하지 않는 Applied Materials와 Lam Research 같은 경쟁사들과 ASML을 구분 짓습니다.
ASML은 7월 15일 2026년 2분기 실적을 발표할 예정이며, 애널리스트들은 매출과 이익이 크게 성장할 것으로 기대하고 있습니다. 리소그래피 장비에 대한 강한 수요에도 불구하고, 회사는 현재 재크스 레이팅(Zacks Rank) 4등급(매도)을 받고 있으며 Earnings ESP가 마이너스로, 실적이 예상에 못 미칠 가능성을 시사합니다. 이 글은 수출 규제, 경쟁 심화, 높은 밸류에이션 멀티플을 이유로 투자자들에게 ASML을 신중하게 관찰하라고 권고하며, 현재로서는 ‘보유’ 또는 ‘청산(엑시트)’이 적절하다고 결론냅니다.
ASML (ASML)은 최근 더 넓은 시장을 상회했으며, 최신 세션에서 주가가 2.01% 상승했고 지난 한 달 동안 1.99% 올랐습니다. 회사의 2026년 7월 15일 예정 실적 발표는 EPS 성장률 75.38% 및 연간 매출 성장률 17.83%로 전망되며 큰 기대를 모으고 있습니다. 현재 ASML은 잭스( Zacks ) 레이팅이 4(매도)이며, Forward P/E 비율에 따라 업종 대비 프리미엄을 받고 거래되고 있습니다.
ASML Holding NV의 주가는 7월 9일 4.21% 상승했으며, 이는 글로벌 AI 인프라 지출에 대한 낙관론이 커지고, 메모리 칩 제조사들이 2027년까지 ASML 시스템 도입을 약속한 점, 그리고 긍정적인 애널리스트 수정이 영향을 미쳤습니다. Bernstein과 Morgan Stanley 같은 증권사 애널리스트들은 노광(리소그래피) 장비에 대한 강한 장기 수요를 근거로 가격 목표를 상향했습니다. 회사의 7월 15일 예정 Q2 실적 발표도 기술 지표가 중립에서 과매도 조건을 시사하고, 자본지출 지연 가능성과 지정학적 수출 통제 같은 회사별 위험이 존재함에도 불구하고 실적 선반영(사전 누적)에 기여했습니다.
Bernstein 및 기타 업체들은 AI 확장으로 인해 ASML의 노광(리소그래피) 장비에 대한 수요가 늘어난 데 따라 ASML Holding(ASML)의 목표가를 상향했습니다. Bernstein은 구체적으로 목표주가를 2,623달러로 올렸는데, 이는 매출 상단(탑라인) 전망을 실질적으로 더 높이고 EUV 출하 기대치를 상향한 데 따른 것입니다. Morgan Stanley와 Susquehanna 역시 목표가를 늘려, 반도체 장비 회사에 대한 강한 전망을 보여줬습니다.
Jefferies는 ASML Holding NV에 대해 Buy 등급을 재확인하고, 목표주가를 기존 €1,260에서 €1,560으로 상향했습니다. 강한 반도체 전망과 회사가 아날로그 업사이클의 수혜를 받을 수 있는 위치에 있다는 점을 근거로 들었습니다. 새로운 목표치는 예상 FY27의 주가수익비율(P/E) 및 기업가치-EBITDA 비율에 기반합니다. Jefferies는 ASML이 2분기 매출과 매출총이익률에서 견조한 성과를 달성할 것으로 예상하며, 연간 매출 전망치 역시 상향 조정됐다고 봤습니다.
ASML Holding NV (ASML) stock declined by 5.08% on July 7, driven by a sector-wide semiconductor sell-off, underwhelming Samsung Electronics earnings, and geopolitical export control concerns. Clients delaying capital-intensive technology upgrades are hindering ASML's ability to convert its order backlog into revenue. The stock's elevated valuation multiple makes it particularly sensitive to macroeconomic shifts and pre-earnings repositioning.
Bernstein analyst David Dai CFA maintained a Buy rating on ASML Holding NV (0QB8) with a price target of €2,300.00. This comes after ASML reported strong quarterly revenues of €8.77 billion and a net profit of €2.76 billion, an increase from the previous year. While Goldman Sachs also issued a Buy rating, Jefferies maintained a Hold rating on the stock.
JP Morgan has reaffirmed its "Buy" rating for ASML Holding N.V., maintaining a target price of EUR 1900. This positive outlook from analyst Sandeep Deshpande suggests continued confidence in the semiconductor equipment manufacturer's stock.
Bernstein has maintained an 'Outperform' rating for ASML, increasing its price target from $1971 to $2623, reflecting optimism for the semiconductor equipment leader. Despite the positive analyst sentiment and strong profitability/growth (GF Score 90/100), GuruFocus indicates ASML is 68.4% overvalued with a P/E significantly higher than its 5-year median, suggesting caution for investors. No insider buying or selling activity has been reported recently.
ASML Holding NV (ASML) stock surged 3.93% following an upgraded price target from Bernstein, citing strong AI-driven lithography demand and increased EUV system forecasts. Further boosting investor confidence, SK Hynix committed 11.9 trillion won to purchase ASML’s advanced EUV systems, providing clear demand visibility. The stock's rise also reflects a broader semiconductor sector recovery and ASML's ongoing share buyback program, overshadowing geopolitical risks and valuation concerns.
Bernstein has raised its price target for ASML Holding NV to €2,300 from €1,700, maintaining an "outperform" rating, citing an acceleration in the capital expenditure cycle and increased lithography intensity. The firm significantly increased its topline forecasts for ASML, projecting substantial growth in EUV and DUV revenue, leading to an estimated €80 billion in total revenue by 2030 and higher EPS than consensus. Bernstein also raised price targets for other major chip-sector companies, expecting memory chipmakers to adopt High-NA EUV technology before logic chipmakers, though noting potential risks to ASML's target regarding margins, inventory buildup in China, a weaker wafer fab equipment market, and export controls.
Shares of ASML Holding NV surged nearly 5.5% after Bernstein significantly raised its price target, citing an accelerating AI-driven investment cycle and rising demand for lithography. Bernstein maintains an Outperform rating and increased the price target to $2,623, implying a 48% upside. The firm expects continued growth due to ASML's critical role in manufacturing components for AI models, despite current "extremely bearish" retail sentiment on Stocktwits.
Bernstein SocGen Group has raised its price target for ASML (NASDAQ:ASML) to $2,623 from $1,971, maintaining an Outperform rating due to unprecedented AI-driven expansion in advanced logic and DRAM capacity. The firm also increased its EUV and DUV shipment and revenue forecasts, expecting ASML's revenue to reach €80 billion and EPS to hit €97 by 2030, driven by a higher target P/E multiple. Despite the current stock being overvalued relative to its Fair Value by InvestingPro analysis, Bernstein's updated outlook reflects strong confidence in ASML's future growth, even with increasing competition from companies like Nikon.
This article from Stock Traders Daily analyzes technical signals for ASML, highlighting a strong near-term sentiment that could lead to a mid-term neutrality and long-term positive bias. It details an exceptional risk-reward setup targeting a 10.3% gain against a 0.3% risk and outlines three institutional trading strategies tailored to different risk profiles. The analysis includes specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
The article provides a detailed financial overview of ASML Holding NV (ASML), including its stock performance, key financial metrics, valuation ratios, and volatility indicators. It lists various operational and financial figures such as market capitalization, income, sales, earnings per share (EPS), dividend information, and institutional ownership, along with recent price changes and analyst recommendations. The data presented reflects the company's status as a major player in the semiconductor equipment industry.
Goldman Sachs reiterated a Buy rating for ASML Holding NV (0QB8) with a price target of €2,000.00. This follows ASML's strong quarterly revenue of €8.77 billion and net profit of €2.76 billion. The stock currently has a "Strong Buy" analyst consensus, with a collective price target suggesting a 9.15% upside.
This article provides a detailed financial overview and snapshot of ASML Holding NV (ASML), including its latest stock performance, key financial metrics, valuation ratios, and analyst ratings. It highlights the company's market capitalization, revenue, earnings per share, and various performance indicators. The data is as of July 2, 2026, with the stock closing at $1,769.32.
ASML Holding NV (ASML) saw a 4.28% drop in its stock price, influenced by geopolitical tensions, strict export controls to China, and major clients delaying the adoption of High-NA EUV systems. This decline also reflects a broader tech sector valuation correction and profit-taking, as ASML's elevated valuation multiples make it vulnerable to market shifts. The company's MACD is neutral, RSI neutral, and Williams %R suggests a sell condition.
ASML's stock (ASML) recently dropped by 3.97%, closing at $1,769.89, contrasting with gains in the Dow and losses in the Nasdaq. The company is set to release its Q2 2026 earnings on July 15, with analysts forecasting significant EPS and revenue growth driven by positive estimate revisions. Despite a premium valuation with a Forward P/E of 50.33, ASML holds a Zacks Rank of #3 (Hold) within the favorably ranked Semiconductor Equipment - Wafer Fabrication industry.
This article displays the price to earnings forward for ASML Holding NV CAD Hedged CIBC CDR (TSX:ASML) on TradingView. It presents financial data including the period, value, and change percentage, noting that the market is currently closed. The content is primarily a data page from TradingView.
UBS analyst Francois Xavier Bouvignies maintained a Buy rating on ASML Holding NV (0QB8) with a price target of €2,100.00. This follows a similar Buy rating from Barclays with a target of €2,000.00. The stock has seen significant analyst interest, including multiple increased price targets from other firms.
ASML Holding NV (ASML) saw its stock price decline by 6.02% on July 1st, primarily due to rising geopolitical tensions, tighter export controls, and delayed client adoption of its advanced High-NA EUV systems. The alliance with the U.S.-led Pax Silica alliance, coupled with concerns over restrictions on DUV lithography shipments to China, threatens ASML's projected 2026 revenue. Additionally, key clients are postponing the adoption of expensive next-generation lithography systems, impacting the company's near-term cash flow and making its elevated valuation profile vulnerable to market shifts.
This article provides financial data for ASML Holding NV Sponsored ADR (LSE:0M42), specifically focusing on its "Price to sales forward" metric. The content indicates that no trades have occurred and the market is closed, suggesting the information presented is historical or static financial data rather than live trading updates.
This article provides financial data for ASML Holding NV (SWB:ASME) including its price-to-book forward ratio. The content appears to be a stub or a data lookup page from TradingView, offering a snapshot of a specific financial metric for the company as of the indicated period. It primarily displays the value and change of this metric without further detailed analysis.
Shares of semiconductor equipment suppliers, including ASML Holding NV, Applied Materials Inc., and KLA Corp., surged this week. This rally was driven by investor optimism following increased investment plans from major South Korean chipmakers like Samsung and SK Hynix. The gains positioned these stocks among the top performers in the Philadelphia Semiconductor Index.
ASML Holding NV (ASML) stock rose by 4.12% on June 30, driven by investor optimism ahead of its Q2 earnings release and strong technical indicators, despite ongoing geopolitical risks and concerns about export controls to China. The company's unique position in advanced lithography systems and the demand for AI infrastructure are key tailwinds, even as potential challenges like the MATCH Act and customer transition delays for new EUV systems pose risks. The article provides technical and fundamental analysis, noting current neutral to buy signals and outlining specific company risks including geopolitical pressures and valuation premium.
Barclays analyst Simon Coles has maintained a Buy rating on ASML Holding NV (0QB8) and set a price target of €2,000.00. This follows a similar reaffirmation of a Buy rating by Bank of America Securities with a €2,022.00 price target. Coles is a 4-star analyst known for a 7.4% average return and 55.30% success rate.
ASML Holding NV (ASML) shares rose 4.9% to $1883.11, despite GuruFocus assessing the stock as 71.6% overvalued with a GF Value™ of $1097.65. While the company boasts a strong GF Score™ of 92/100 due to excellent profitability and growth, its valuation ranks poorly, and there have been no insider transactions in the past three months, suggesting caution regarding its current price. Investors are advised to consider the potential for corrections as its P/E ratio is significantly above historical averages.
ASML Holding N.V. (NASDAQ:ASML) has been dubbed the "New OPEC" of chips by a newsletter from Porter Stansberry and Luke Lango, highlighting its indispensable role in high-end chip manufacturing through its extreme ultraviolet (EUV) lithography machines. The company's shares have seen significant growth, rising 116% over the past year and 51% year-to-date. Bank of America recently raised ASML's share price target to $2,345, maintaining a Buy rating and anticipating faster EPS growth for 2027 and 2028.
ASML Holding N.V. (NASDAQ:ASML) is identified as the "New OPEC" of chips by the "1776 moment" newsletter due to its indispensable role in high-end chip manufacturing. Bank of America recently raised its price target for ASML to $2,345, maintaining a Buy rating, citing expected faster EPS growth in 2027 and 2028. Despite ASML's strong performance, the article suggests other AI stocks might offer greater returns in a shorter timeframe.
Draper Asset Management LLC acquired a new stake in ASML Holding N.V. (NASDAQ:ASML) during the first quarter, purchasing 1,222 shares valued at approximately $1.6 million. This investment represents 0.9% of Draper Asset Management's portfolio, making ASML its 16th largest holding. ASML's stock has shown strong performance, trading near its 52-week high with a market capitalization of $724.1 billion, though the company continues to face risks related to China export controls and supply chain constraints.
Fiduciary Alliance LLC reduced its stake in ASML Holding N.V. by 35.4% in the first quarter, now holding 2,384 shares valued at approximately $3.15 million. Despite this reduction, ASML continues to receive positive analyst commentary, with Bank of America raising its price target and maintaining a "Buy" rating due to strong demand for advanced chipmaking tools. However, China export controls remain a significant risk for the company's future sales growth.
Aaron Wealth Advisors LLC increased its stake in ASML Holding N.V. by 26.8% in the first quarter, purchasing 936 additional shares, bringing its total to 4,433 shares valued at approximately $5.86 million. Wall Street analysts maintain a largely positive outlook on ASML, with a "Moderate Buy" consensus rating and a target price of $1,772.62, though risks like China export controls persist. ASML's strong performance is driven by demand in AI and advanced chips, alongside solid financial results including $8.28 EPS and $10.15 billion in revenue for the quarter.
ASML Holding NV (ASML) stock recently dropped by 3.08% due to increasing geopolitical tensions, particularly regarding export controls to China, and customer delays in adopting expensive next-generation equipment. The company also faces competitive pressures and market volatility due to its high valuation. These factors contribute to re-examining ASML's near-term cash flow and future revenue projections.
This article provides an overview of ASML Holding NV's financial data, analyst estimates, and stock performance. It details current stock price, historical highs and lows, market capitalization, earnings, revenue, dividends, and employee count. The article also includes analysts' price targets and technical analysis ratings for ASML stock.
This article provides an overview of ASML Holding NV's financial actuals and estimates as traded on NASDAQ under the symbol ASML. It directs users to explore reported financial data and analyst estimates across various financial statements and valuation metrics. The platform allows for the comparison of actual results with average, high, and low estimates, and visualization of trends over time, with a disclaimer that it is not investment advice.
Blue Trust Inc. significantly increased its stake in ASML Holding N.V. by 67.7% in the first quarter, now holding 2,073 shares valued at approximately $2.74 million. Other institutional investors have also adjusted their positions, with hedge funds and institutions collectively owning 26.07% of ASML stock. The company continues to receive positive attention from analysts, holding a "Moderate Buy" rating with an average price target of $1,772.62, despite potential risks from China export controls.
This article provides the "Price to sales forward" metric for ASML Holding NV Shs Cert Deposito Arg Repr, listed on the Buenos Aires Stock Exchange under the ticker BCBA:ASMLB. It indicates that the current market is closed with no recent trades for this financial instrument. The content is primarily a data point display from TradingView, focusing on a specific financial ratio without further analysis.
ASML Holding NV (ASML) stock surged by 3.26% on June 25th, driven by positive factors including strong quarterly results from Micron Technology boosting confidence in the semiconductor sector, favorable analyst price target revisions, and easing geopolitical concerns related to Chinese export regulations. The company's critical role in AI chip manufacturing and strategic partnerships also contributed to the upward movement. However, ASML faces specific risks such as ongoing geopolitical friction, potential customer adoption delays for its High-NA EUV systems, working capital pressures, and a vulnerable valuation premium.
Stock Traders Daily's AI models provide precision trading strategies for ASML, highlighting a 35.1:1 risk-reward setup targeting a 10.2% gain. The analysis notes weak near-term sentiment but strong mid and long-term signals, offering specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging strategies.
ASML Holding N.V. (NASDAQ:ASML) is highlighted as one of billionaire David Tepper's longest-held AI stocks, having been part of Appaloosa Management's 13F holdings since late 2013, reappearing in 2023. The article notes its critical role in advanced chip manufacturing and recent analyst upgrades from JPMorgan and Bank of America, which both raised price targets and maintained Overweight/Buy ratings. Despite its potential, the author suggests other AI stocks might offer higher returns in a shorter timeframe.
The Netherlands is lobbying the US to prevent the expansion of export controls on semiconductor equipment, specifically targeting ASML's sales to China. Dutch Minister Sjoerd Sjoerdsma argued against the proposed MATCH Act in Washington, citing significant concerns for the Netherlands and its sovereignty over trade policies. ASML, Europe's most valuable company, considers China its most important market, and the Dutch government aims to protect its trade interests against US extraterritorial restrictions.
ASML's stock recently declined following the Netherlands joining the U.S.-led "Pax Silica" alliance, signaling tighter export controls and increased competition from domestic alternatives like xLight. While regulatory pressures are impacting ASML's sales to China, its high-end extreme ultraviolet business remains strong due to global demand for advanced AI processors and Western-subsidized fabrication facilities. However, the mature-node deep ultraviolet market faces new competitive challenges from Nikon's aggressive pricing and Chinese domestic alternatives, potentially compressing margins in that segment.
The Netherlands is actively lobbying the United States to avoid expanding export controls on semiconductor equipment, which would specifically impact ASML Holding NV's sales to China. Dutch Trade Minister Sjoerd Sjoerdsma met with US officials and lawmakers to discuss the potential implications of the proposed MATCH Act, which aims to restrict Chinese chipmakers' access to such equipment. The ongoing discussions highlight the international tension surrounding advanced technology trade policies.
Barclays has reiterated its Buy rating for ASML Holding NV (0QB8), setting a price target of €1,900.00. Analyst Simon Coles, a 4-star analyst according to TipRanks, maintains this positive outlook. The broader analyst consensus for ASML Holding NV is a "Strong Buy" with an average price target of €1,713.47.
Barclays has reiterated its Buy rating for ASML Holding NV, setting a price target of €1,900.00. Analyst Simon Coles holds a 4-star rating with a 7.7% average return, contributing to a Strong Buy consensus for ASML with an average price target of €1,713.47. The company currently has a market cap of €633.3 billion and a P/E ratio of 64.52.
ASML Holding NV (ASML) stock decreased by 7.60% on June 23rd due to a broader semiconductor selloff, macroeconomic concerns, and potential U.S. and Dutch export restrictions on China. Geopolitical tensions and customer conservatism regarding capital expenditure are also impacting ASML's revenue streams and cash flow. Analysts have issued "Buy" ratings with an average price target of $1743.10, despite the current market pressures.
